Global Retirement Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.38K Hold
2025
Q2
$4.93K Buy
2024
Q4
$4.92K Buy
2023
Q4
Sell
2023
Q3
$9.22K Hold
2023
Q2
$9.98K Hold
2023
Q1
$9.23K Sell
2022
Q4
$27.2K Buy
2022
Q3
$28K Buy